Wealth Advisor - Boston, United States - M&T Bank

    M&T Bank
    M&T Bank Boston, United States

    1 month ago

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    Description


    Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business.

    Consults and coordinates on the delivery of solutions for a comprehensive wealth mana Wealth Advisor, Wealth, Advisor, Client Relations, Financial Planning, Banking, Sales